align-toparrow-leftarrow-rightbackbellblockcalendarcamerachatcheckchevron-downchevron-leftchevron-rightchevron-small-downchevron-small-leftchevron-small-rightchevron-small-upchevron-upcircle-with-crosscrosseditfacebookglobegoogleimagesinstagramlocation-pinmagnifying-glassmailmoremuplabelShape 3 + Rectangle 1outlookpersonplusImported LayersImported LayersImported Layersshieldstartwitteryahoo

Need a certified financial planner

From: Vici D.
Sent on: Monday, October 21, 2013 4:10 PM
Hi Ladies, 

I am on the board of Humanist Society and we need a financial planner to send individuals to who want to know how to set up their plans.  I would prefer to use a liberal like-minded person since we are going to be giving them business.  Anybody know one?? Do financial planners have to be certified??

Thanks for any input

Vici Duarte

This Meetup is community funded

$5.00/year

Member dues are used to:
  • Cover Meetup costs

180 day free trial

No credit card required

After the trial you must pay dues to be a member of this Meetup.

Cancel dues at any time.

Dues are billed each year.

Sign up

Meetup members, Log in

By clicking "Sign up" or "Sign up using Facebook", you confirm that you accept our Terms of Service & Privacy Policy